Qfactor - Tips & Tricks
Project Assignments
Did you know … you can find all the projects where you are the Field Manager or Project Manager with one view called Assignments? It’s a way to see all projects and review Status. You can then click each project for more details or provide updates. ...
Projects without Project Manager
Did you know … Qfactor shows you projects without a Project Manager? Select Projects from top menu. Filter by Project Manager All blanks in the Project Manager field are in need of Project Manager. See below to Assign a Project Manager. ASSIGN ...
Find Projects for a Customer
Qfactor can help you find all OPEN projects for a customer. Qfactor can also quickly find every proposal, project, or archived for a customer, all at once. Find Open Projects Select Projects from top menu or View Projects from the Dashboard. Use the ...
Create a Project and Contact
Qfactor allows you to create a new proposal or create a new project. This gives you the flexibility to utilize the proposal features or skip right to projects. Whatever way suits your business needs. This example will walk through Create New ...
Invoiced, Paid or Balance Due
Qfactor provides customer information showing if projects are invoiced, paid or with a balance due. From the top menu, select Status. Select Project-Invoiced column in the chart. STATUS CHART Select the up/down arrow in the Customer Balance Due ...
Manage by Status
Statuses can be very powerful and a helpful tool in project management. Qfactor provides a number of ways to manage by status including: Status Chart, Proposals/Projects Views, and Search All. Following are examples of each. And at the end is ...
Projects and Time Entries
Qfactor collects employee time charges from your tracking system (eBillity, TSheets, etc.) and provides an overall summary of ALL time as well as time charged by project. Projects must be created in Qfactor in order to make use of the time entry ...